SPYM

State Street SPDR Portfolio S&P 500 ETF

1,568 hedge funds and large institutions have $68.5B invested in State Street SPDR Portfolio S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 720 increasing their positions, 459 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

10% more capital invested

Capital invested by funds: $62.1B → $68.5B (+$6.37B)

1.24% more ownership

Funds ownership: 70.21%71.46% (+1.2%)

50% less call options, than puts

Call options by funds: $79M | Put options by funds: $158M

Holders
1,568
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
344
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$79M
Puts
$158M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VDC
1251
Van Diest Capital
Iowa
$305K
CAM
1252
Chesapeake Asset Management
New York
$304K
FA
1253
FF Advisors
California
$303K
IIA
1254
Integrity Investment Advisors
Colorado
$302K
AllianceBernstein
1255
AllianceBernstein
Tennessee
$302K
MWA
1256
Monograph Wealth Advisors
California
$301K
FCH
1257
Freestone Capital Holdings
Washington
$300K
PCM
1258
Presidio Capital Management
California
$300K
FA
1259
Fountainhead AM
New Jersey
$300K
PRP
1260
Peak Retirement Planning
Ohio
$296K
BWP
1261
Balboa Wealth Partners
Arizona
$296K
CIM
1262
Cambria Investment Management
California
$294K
EFP
1263
Elser Financial Planning
Indiana
$292K
FFA
1264
Founders Financial Alliance
North Carolina
$290K
PGF
1265
Plan Group Financial
Oklahoma
$289K
JJBC
1266
James J. Burns & Company
New York
$287K
ACGA
1267
Atlanta Consulting Group Advisors
Georgia
$286K
CAM
1268
Cresset Asset Management
Illinois
$282K
SWM
1269
SHP Wealth Management
Massachusetts
$282K
TRIA
1270
Trail Ridge Investment Advisors
Colorado
$281K
ML
1271
McAdam LLC
Pennsylvania
$280K
SW
1272
SlateStone Wealth
Florida
$280K
BWA
1273
Boulder Wealth Advisors
Colorado
$280K
RF
1274
Rossby Financial
Florida
$276K
PMG
1275
ProVise Management Group
Florida
$275K